Jr. Retention Specialist

About the role

We are a fast-growing company that provides business owners with access to capital solutions. Our team includes experienced professionals who help small businesses thrive.

Responsibilities

• Reach out to active clients to educate them on available Credibly support services and ensure they are maximizing their partnership with us.
• Manage inbound call and correspondence with professionalism and speed to ensure no client inquiry goes unanswered.
• Aid in the collection, organization, and verification of required submission documentation to keep the renewal pipeline moving efficiently.
• Maintain and update accurate records with Bridge/Renewal CRM system to ensure seamless hand-offs between departments.
• Provide high-level administrative assistance to the Bridge and Renewal teams to optimize internal workflows.

Requirements

• Previous experience in a customer-facing role (sales, support or account management) is preferred.
• Experience in fintech or business lending is a plus.
• Exceptional verbal and written communication skills with the ability to maintain a professional demeanor under pressure.
• Proficiency with CRM systems and the ability to learn new software quickly.
• Strong organizational skills with a “check-twice” mentality when handling sensitive financial documentation.
• A proactive mindset and the ability to pivot between administrative tasks and direct client interaction.

Qualifications

• High school diploma or equivalent.
• Experience in a customer-facing role (sales, support or account management).
• Experience in fintech or business lending is a plus.

Skills

• Excellent verbal and written communication skills.
• Professional demeanor under pressure.
• CRM proficiency and quick learning ability.
• Organizational skills with attention to detail.
• Proactive and adaptable mindset.

Benefits

• Flexible working conditions, via hybrid remote/in-office work.
• Generous PTO package.
• 8 Paid Company Holidays.
• Paid Parental Leave, Bereavement, and Jury Duty.
• 401k with company match (and 100% vesting after 2 years).
• Medical insurance through BCBSM or BCNDental and Vision provided by BCBS.
• HSA and FSA available, including LPFSA and Dependent Care.
• Company paid life insurance and short-term disability.
• Additional optional insurances.

Pay

Competitive salary based on experience.

Schedule

Hybrid remote/in-office work schedule.